PFP webcasts & CPE

PFP section members receive 16 hours* of complimentary CPE annually via the PFP-Section sponsored webcasts listed below.

*For your convenience, you will be auto enrolled in these free events. If you miss the auto registration, you can visit the AICPA Store and follow the check-out procedure where the zero $ price will be applied as long as you’re logged in. Your participation is optional; if you do not wish to be registered for these free webcasts in the future, please email financialplanning@aicpa.org.

Access to PFP Section sponsored webcast recordings and presentation materials is a benefit of membership. Archive PFP videos and slides are available for learning without CPE post event. Be sure to subscribe to our podcast via your favorite podcast platform. Find other financial planning courses and events here.

Be sure to login to receive your PFP/PFS member discount.

CPE events:

• Year-end planning through the lens of the H.R. 1
  October 29 and November 12 from 1-3pm ET

• SECURE Act and SECURE 2.0 IRS Guidance
  November 3, 2025 from 1-2:30pm ET
  Discounted CPE for PFP Section and PFS credential holders

• Navigating Medicare: Essential Insights and Updates
  November 5, 2025 from 1-2:30pm ET
  Discounted CPE for PFP Section and PFS credential holders

• AICPA & CIMA National Tax conference
  November 17-18, 2025, Washington DC + Live online
  $150 PFP Section/PFS credential discount

• AI and technology updates for financial planning practices
  November 20, 2025 from 12:30-2pm ET

• PFP Symposium
  January 21-23, 2026, Loews Coronado Bay Resort in San Diego, CA
  Register by Nov. 17, 2025, and save $150!!/AICPA section members get an additional $150 off

• Engage 2026
  June 8-11, 2026, Aria Resort & Casino, Las Vegas, NV
  Early access registration rate is $350 off + $150 for PFP Section members!!
  

If you have questions or suggestions for topics/speakers, please submit to financialplanning@aicpa.org.